BOLT FINANCIAL GROUP, INC
CRD #291799 SEC #801-132004 WORTHINGTON, OH 614-635-0102
SEC Registered
Total AUM
$107.6M
Discretionary
$107.6M
Employees
5
Clients
101
Accounts
879
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CARNEY, SHAUN, THOMAS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| CARNEY, SHAUN, THOMAS | I | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | E | Control |
| Carney, Shaun, Thomas | I | PRESIDENT/CCO | E | Control |
Registrations
Federal
IA
Jul 15, 2025 REGISTERED
Notice Filings (11)
AZ CA CO FL NC NY OH PA TN TX VA
Address
5701 NORTH HIGH STREETSUITE 100
WORTHINGTON, OH 43085
United States
Phone: 614-635-0102